Micron (MU): FY25 Q4 earnings call, Sep 23, 2025
On its Sep 23, 2025 earnings call (FY25 Q4), Micron said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| PC / Personal Computer | Yes | 8 | 8 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Idaho | Yes | 2 | 2 | ✓ | 76%transcripts from the transcript model | – |
| Nvidia | Yes | 2 | 3 | ✓ | 59%transcripts from the transcript model | – |
| Cloud | Yes | 2 | 3 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| AI Application | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Expansion | Yes | 1 | 1 | ✓ | 61%transcripts from the transcript model | – |
| GPU | No | 0 | 1 | ✓ | 69%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Supply Chain | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Portfolio”; 5 quoted, at least 25 words apart.
…including HBM, one gamma DRAM, and g9 NAND, enables a differentiated product portfolio that drives strong ROI. AI-driven demand is accelerating, and industry DRAM supply…
…one gamma DRAM and will leverage one gamma across our entire DRAM portfolio to maximize the benefits of this leadership technology. We achieved first revenue…
…our customer-focused technology leadership, vertical integration, and execution. We strengthened our portfolio with the industry's first g9 NAND data center products, including first-to-market…
…in both performance and mainstream categories with OEM customers. Our strong SSD portfolio enabled us to achieve record client SSD revenue in the quarter and…
…to focus our resources and investments on higher ROI opportunities in our portfolio. We will continue to support existing mobile managed NAND products. Micron remains…
Where the listed words were said
…the end of life of Windows 10 and greater adoption of AI-enabled PCs are driving an improved PC demand outlook. We now expect PC unit…
…of a key construction milestone for our new high-volume manufacturing fab in Idaho, with the first wafer output expected to begin in 2027. We began…
…growth in the quarter and reached record revenue. In close collaboration with NVIDIA, Micron has pioneered the adoption of LPDRAM for servers, and since NVIDIA's…
…filings, highlight the improvements in our profitability and changing business mix. The cloud memory business unit and core data center business unit combined represent the…
…not just in training, but in finance as well. And as the AI applications broaden, innovations increase, you know, greater different architectures, you know, all…
…So, yeah, we're focused on our execution. And, again, sequentially here, expect price mix and strong execution to drive that 580 basis point margin expansion.
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